Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Liberty Wealth Management LLC holds 186,935 shares of DISV stock, worth $5.51 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
186,935
Previous 182,716 2.31%
Holding current value
$5.51 Million
Previous $5.31 Million 6.46%
% of portfolio
0.86%
Previous 0.93%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$26.18 - $28.77 $110,453 - $121,380
4,219 Added 2.31%
186,935 $4.97 Million
Q3 2024

Nov 01, 2024
SELL
$26.06 - $29.18 $3.05 Million - $3.41 Million
-116,975 Reduced 39.03%
182,716 $5.31 Million
Q2 2024

Aug 06, 2024
BUY
$26.23 - $28.56 $3.21 Million - $3.5 Million
122,475 Added 69.11%
299,691 $4.77 Million
Q1 2024

May 02, 2024
BUY
$24.73 - $27.24 $4,525 - $4,984
183 Added 0.1%
177,216 $4.82 Million
Q4 2023

Feb 08, 2024
BUY
$22.43 - $25.87 $4,957 - $5,717
221 Added 0.12%
177,033 $4.57 Million
Q3 2023

Nov 13, 2023
BUY
$23.27 - $25.13 $13,263 - $14,324
570 Added 0.32%
176,812 $4.21 Million
Q2 2023

Aug 10, 2023
SELL
$23.01 - $24.6 $487,558 - $521,249
-21,189 Reduced 10.73%
176,242 $4.17 Million
Q1 2023

May 03, 2023
SELL
$22.4 - $24.75 $1.29 Million - $1.42 Million
-57,494 Reduced 22.55%
197,431 $4.7 Million
Q3 2022

Nov 15, 2022
BUY
$18.36 - $22.57 $4.06 Million - $4.99 Million
221,024 Added 651.97%
254,925 $4.73 Million
Q2 2022

Aug 15, 2022
BUY
$21.05 - $25.01 $16,250 - $19,307
772 Added 2.33%
33,901 $713,000
Q1 2022

May 09, 2022
BUY
$24.68 - $25.26 $817,623 - $836,838
33,129 New
33,129 $808,000

Others Institutions Holding DISV

# of Institutions
326
Shares Held
66.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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